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→Creating a New Workflow
# Click the '''Menu Icon''' and select '''Workflows''' link under System Process. You can also access this by going into the''' Global Settings''' > '''System''' tab > '''Workflows'''. <br /> [[File:Workflow Settings.png|thumb|none|800px|The <strong>Workflows</strong> link located under the <strong>Menu Icon</strong>]]
# On the '''Workflows''' page, click on the plus button to create a new workflow. <br /> [[File:Workflows_Main_Page.png|thumb|none|800px|Add The plus button allows you to create a new '''Workflow''']]
# Select the '''Workflow Type'''. The type will dictate what options will be available when creating T'''asks''' and where the actions will occur. For this workflow, we’re going to be selecting '''Tracking Activities'''. We are selecting '''Tracking Activities''' for this workflow because we are looking at level 2 records which in this case are the reports. <br />[[File:Create a Report Reminder Workflow - Main setup page.png|thumb|none|800px|Create a Report Reminder Workflow - Main setup page]]
# Give the workflow a '''Name''', add the workflow to a '''Category''', and add a brief '''Description''' to summarize the tasks within it, including any branching conditions for ease of review later. It is also recommended to keep track of any changes made to the task by adding some notes. Categories are created by your organization. We suggest creating categories based on the UTA and record level. The following naming convention is recommended to avoid confusion: Activity Level (1/2/3) - Goal/Status/Reminders.
